Realty Income (NYSE:O) Downgraded by Wall Street Zen to “Sell”

Posted by Anthony Miller on Dec 28th, 2025

Wall Street Zen cut shares of Realty Income (NYSE:O – Free Report) from a hold rating to a sell rating in a report published on Saturday morning.

Several other research firms have also issued reports on O. Mizuho reduced their price target on Realty Income from $63.00 to $60.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 17th. Wells Fargo & Company increased their price objective on Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Evercore ISI initiated coverage on shares of Realty Income in a report on Wednesday, October 1st. They issued an “in-line” rating and a $62.00 target price on the stock. Royal Bank Of Canada lifted their target price on shares of Realty Income from $60.00 to $61.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 4th. Finally, Morgan Stanley increased their price target on shares of Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a research report on Wednesday. Three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $62.23.

Check Out Our Latest Research Report on O

Realty Income Price Performance

O stock opened at $56.70 on Friday. The firm has a market cap of $52.15 billion, a P/E ratio of 52.50, a P/E/G ratio of 3.56 and a beta of 0.80. The firm’s fifty day moving average is $57.53 and its 200 day moving average is $58.05. Realty Income has a 52 week low of $50.71 and a 52 week high of $61.08. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53.

Realty Income (NYSE:O – Get Free Report) last posted its quarterly earnings results on Monday, November 3rd. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.01. Realty Income had a net margin of 17.17% and a return on equity of 2.45%. The business had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.35 billion. During the same period in the prior year, the business posted $1.05 earnings per share. The company’s revenue was up 10.5% on a year-over-year basis. Realty Income has set its FY 2025 guidance at 4.250-4.270 EPS. Research analysts predict that Realty Income will post 4.19 earnings per share for the current year.

Realty Income Increases Dividend

The business also recently disclosed a monthly dividend, which will be paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st will be given a dividend of $0.27 per share. This represents a c) dividend on an annualized basis and a yield of 5.7%. The ex-dividend date of this dividend is Wednesday, December 31st. This is an increase from Realty Income’s previous monthly dividend of $0.27. Realty Income’s payout ratio is presently 299.07%.

Insider Buying and Selling

In other news, Director Mary Hogan Preusse sold 11,000 shares of the firm’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $60.43, for a total value of $664,730.00. Following the completion of the sale, the director directly owned 19,211 shares of the company’s stock, valued at approximately $1,160,920.73. This trade represents a 36.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.10% of the company’s stock.

Hedge Funds Weigh In On Realty Income

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Compagnie Lombard Odier SCmA bought a new position in shares of Realty Income in the 2nd quarter worth about $25,000. Stance Capital LLC bought a new position in shares of Realty Income during the third quarter valued at approximately $27,000. Heartwood Wealth Advisors LLC purchased a new position in shares of Realty Income during the third quarter valued at approximately $29,000. Strengthening Families & Communities LLC grew its holdings in shares of Realty Income by 586.1% during the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock valued at $30,000 after buying an additional 422 shares during the last quarter. Finally, Avion Wealth increased its position in shares of Realty Income by 142.4% during the second quarter. Avion Wealth now owns 526 shares of the real estate investment trust’s stock valued at $30,000 after acquiring an additional 309 shares in the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Key Headlines Impacting Realty Income

Here are the key news stories impacting Realty Income this week:

Positive Sentiment: Fool pieces argue Realty Income is a buy for its reliable, growing monthly dividend and conservative triple‑net lease model, reinforcing demand from income investors. 3 Reasons to Buy Realty Income Stock Like There’s No Tomorrow
Positive Sentiment: Another Fool feature says management’s focus on triple‑net leases and defensive retail tenants makes Realty Income a “never sell” dividend holding, supporting long‑term investor demand. 3 Reasons I’m Never Selling This Dividend Stock
Positive Sentiment: 247wallst includes Realty Income among top dividend stock ideas heading into 2026, which can attract momentum and income‑focused inflows. The 3 Best Dividend Stocks to Buy Going Into 2026
Neutral Sentiment: 24/7 Wall St. published a multi‑year price‑forecast/update that reiterates Realty Income’s role as a dividend stalwart but shows modest recent price movement and conservative upside expectations. Realty Income (NYSE: O) Stock Price Prediction and Forecast 2025-2030 (January 2025)
Neutral Sentiment: Morgan Stanley maintained an Equal‑Weight rating on Realty Income, a neutral analyst signal that can cap upside until there are stronger operational or guidance beats. Morgan Stanley maintains Realty Income (O) equal-weight recommendation
Neutral Sentiment: General market pieces (MarketBeat) highlight sector/market leadership themes for 2026 but don’t single Realty Income out as a top AI‑driven or cyclical beneficiary — reinforcing Realty’s status as a stable, income play rather than a momentum stock. 5 Stocks Set to Start Strong in January and Lead Through 2026

Realty Income Company Profile

(Get Free Report)

Realty Income Corporation (NYSE: O) is a real estate investment trust (REIT) that acquires, owns and manages commercial properties subject primarily to long-term net lease agreements. The company’s business model focuses on generating predictable, contractual rental income by leasing properties to tenants under agreements that typically place responsibility for taxes, insurance and maintenance on the tenant. Realty Income is publicly traded on the New York Stock Exchange and markets itself as a reliable income-oriented REIT.

Realty Income’s portfolio is concentrated in single-tenant, retail and service-oriented properties such as drugstores, convenience stores, dollar and discount retailers, restaurants, and other essential-service businesses.